Stricter Controls on Illegal New Car Export, More Space for Legitimate Used Cars, and Emerging Opportunities for International Model New Cars
Zhijun Zhao · 2025-11-30
cls · 2024-12-24

Biden Announces Investigation into Chinese Production of Essential Chips
On December 23, the Biden administration announced that it will initiate an investigation into essential chips (also known as traditional or mature node semiconductors, widely used in automobiles) manufactured in China. These semiconductors are crucial in the automotive industry. The objective of the investigation is to determine if China's actions regarding these semiconductors are "unreasonable" or "discriminatory," potentially imposing burdens on U.S. trade. Should this be the case, future U.S. administrations may consider implementing retaliatory measures, including imposing tariffs or restricting imports.
Xiaomi Officially Integrates VLM Visual Language Large Model
On December 23, Xiaomi Automobile revealed the rollout of the Xiaomi SU7 1.4.5 OTA update. This update introduces 13 new features and 26 experience optimizations. One of the significant additions is the integration of the VLM visual language large model, enhancing the system's ability to recognize complex road environments and special traffic rule areas. This advancement provides users with text and voice prompts for a safer driving experience. Furthermore, the charging map has been upgraded, with collaborative efforts on charging and energy networks established with NIO, XPeng, and Li Auto.
GAC Honda's New Energy Factory Begins Production, with an Annual Capacity of 120,000 Vehicles
On the same day, GAC Honda's new energy factory in the development zone officially commenced production, with an annual capacity of 120,000 vehicles. According to plans, by 2027, Honda will have 10 pure electric models, including the e:N series released in 2022 and the new electric brand "Ye" series released in 2024; by 2035, the sales proportion of pure electric vehicles will reach 100%.
Global Light Vehicle Sales May Increase in 2025, While Production May Decrease
S&P Global Mobility estimates that in 2025, global light vehicle (including passenger cars, sports utility vehicles, and pickup trucks) sales will grow by 1.7% year-on-year to 89.6 million units, partly due to the continued improvement in supply chain stability; however, global light vehicle production may decrease by 0.4% year-on-year to 88.7 million units.
Wuxi
2022.0122,000kmHybrid
Guangzhou
2024.0418,500kmBEV
Fuyang
2023.1132,000kmBEV
Quanzhou
2020.0450,000kmPetrol
Dongguan
2021.1150,000kmHybrid
Wuhu
2023.0630,000kmBEV
Hangzhou
2021.0970,000kmPetrol
Shanghai
2023.1037,000kmHybrid
Revealed: The Top 5 Chinese EV Startups of 2025 - A Fierce Battle for Dominance
The top five Chinese EV startups of 2025, led by Leapmotor and Huawei-backed Harmony Intelligent Mobility Alliance, showcased exceptional delivery growth and strategic global expansions, setting the stage for fierce 2026 competition.
Leapmptor · 2026-01-04
China Auto Daily丨XPENG Targets L4 Autonomous Driving Leap in 2026
XPeng targets L4 autonomous driving leap in 2026, China ranks among top global manufacturers with NEV dominance, Sigmastar to mass produce L3+ LiDAR chips.
China Automotive News · 2026-01-04
China Auto Daily丨Chery Plans $800M ASEAN Plant in Vietnam Launching Mid-2026
Chery invests $800M for Vietnam plant with 200,000 annual output by 2030. China's NEV exports soar 62% YTD. Hunan EV exports surpass RMB 10B. Waymo boosts self-driving tech.
cls · 2025-12-25
China Auto Daily丨BAIC Group to Begin B30 SUV Assembly in South Africa Early 2026
BAIC starts B30 SUV assembly in South Africa; SAIC debuts IM LS9 flagship SUV; GWM launches ORA 5 EV pre-sales; global EV sales grow 23% in October 2026.
cls · 2025-11-13